Investment Accounts & Mandates
From 1-Year Growth to
10-Year Legacy Building
Six distinct mandates for adult and junior investors, all powered by the same systematic trading strategy.
Adult Investment Mandates
Four mandates ranging from 1-year flexible access to 10-year+ legacy building.
Core Growth
1 YearFluid Core Growth Mandate
Minimum
£5,000
Monthly Objective*
1.5% – 2.0%
Medium-term growth with active risk management. Designed for investors seeking relatively flexible access while participating in our systematic trading strategy.
Investment Details
Recommended Range
£5,000 – £20,000
Annualised Objective*
~19% – 27%
Suitable For
Investors comfortable with drawdowns seeking medium-term growth with active risk management
Liquidity & Terms
Lock-up Period
1-year contractual lock-up with no routine redemptions
Post-Term Liquidity
Quarterly dealing windows (Mar/Jun/Sep/Dec)
Notice Period
60 days
Included Features
Enhanced Compounding
3 YearsFluid Enhanced Compounding Mandate
Minimum
£7,500
Monthly Objective*
1.8% – 2.2%
Multi-year compounding focus with reinvestment emphasis. The longer horizon aims to smooth fluctuations, though this does not reduce loss risk.
Strategic Long-Term
5 YearsFluid Strategic Long-Term Mandate
Minimum
£10,000
Monthly Objective*
2.0% – 2.5%
Strategic futures allocation for investors who accept multi-year swings. Designed to ignore short-term volatility in pursuit of long-term growth.
Legacy Compounding
10 Years+Fluid Legacy Compounding Mandate
Minimum
£15,000
Monthly Objective*
2.0% – 3.0%
Intergenerational or retirement "legacy" capital allocation. Extraordinary liquidity only in narrow pre-defined circumstances.
Fee Tiers
Three cross-mandate tiers adjust fee economics based on investment size. Strategy, risk, and return objectives remain identical across all tiers.
Standard Tier
Base fee structure
Adult Range
£5,000 – £20,000
Junior Range
£2,500 – £10,000
Enhanced Tier
Reduced fee schedule
Adult Range
£20,000 – £50,000
Junior Range
£10,000 – £25,000
Premier Tier
Negotiable fee schedule via side-letter
Adult Range
£50,000 – £100,000+
Junior Range
Family aggregates
* Fee tier is determined by your total investment amount across all mandates. Family aggregates may qualify for Premier tier benefits.
Liquidity & Terms
Important information about lock-ups, notice periods, and redemption processes.
Lock-Up Periods
Each mandate has a contractual minimum term during which no routine redemptions are permitted. This ranges from 1 year (Core Growth) to 10+ years (Legacy Compounding).
Exceptional early exits may be considered on a best-efforts basis at management discretion, subject to liquidity conditions and pre-defined circumstances.
Dealing Windows
Post-term redemptions are processed during designated dealing windows. Frequency varies by mandate: quarterly, semi-annual, or annual.
Legacy mandates feature staggered exits (20-25% of balance redeemable annually after term) to maintain portfolio stability for continuing investors.
Notice Periods
Written notice is required for all redemptions. Notice periods range from 60 days (shorter-term mandates) to 120+ days (Legacy mandates).
Notice must be submitted via the investor portal or in writing to the fund administrator. Processing begins after the notice period concludes.
Gates & Suspensions
In exceptional market conditions, the fund may implement redemption gates or temporary suspensions to protect all investors from forced liquidation at adverse prices.
Such measures are rare and would be communicated promptly. Full terms are detailed in the subscription agreement.
Frequently Asked Questions
Common questions about mandates, liquidity, and bare trusts.
Note: Accounts & Mandates page fully updated. Other sections (FAQs, documents, legacy pages) are being aligned progressively. Contact us with any questions.
Ready to discuss your mandate options?
Schedule a consultation to explore which mandate aligns with your investment goals, time horizon, and risk tolerance.